The Team at Financial Clarity Group strives to help you achieve financial success and pay the least amount of income tax allowed by law. By providing you with the financial oversight and guidance, tax planning and compliance, bookkeeping, accounting, business valuation, and financial services* you need to prosper we fulfil on our mission. As we succeed in our efforts you are able to work less, spend more time with your family, travel to your favorite places, and in general live a less stressful life.
A graduate of University of Cincinnati’s College of Business Administration, Michael is a Certified Public Accountant and Investment Advisor Representative of an RIA. With over 20 years of experience as a CPA, Michael has also served as a corporate treasurer and controller. His experience has encompassed financial management, human resources, benefits, information technology, and inventory control. His diverse background in the various elements of running a business informs his strategic capabilities in aiding his clients. A published author, his first book, The Entrepreneur’s Guide to Forming a Business Entity, was released in 2010. In 2014, Mike co-authored the Amazon Best Seller Why Didn’t My CPA Tell Me That?, which is a compendium of tax tips by experts in the field.
A Certified Public Accountant, Dave earned his Bachelor of Business Administration degree from the University of Cincinnati and an MBA from Xavier University. He is a member of the Ohio Society of Certified Public Accountants and the American Institute of Certified Tax Coaches. He has over 40 years of experience helping clients with their tax, accounting, and financial challenges. Ohio Accountancy Board – CPA.11560
*Financial Services provided through eAdvisor, LLC an Ohio Registered Investment Advisor (Fiduciary)